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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Have you been able to plan, save & celebrate with the way you have been doing things? Will paying another adviser 1% every year in addition to other fees make that easier?
I have been in heavy debt before (student loans... cars... credit cards...) and there are many ways to make it better. I enjoy hearing your story, and using the methods that will be beneficial to you. Then you can: Plan. Save. Celebrate.
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Q:
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What is the most common type of project or service your company provides?
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A:
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So many people need "budget" help, and when we talk, it is not painful or boring. There is actually a really great system that makes it effortless, and you never bounce a check.
Once that is in place, we plan for goals (school, cars, retirement) and with that plan in place, the extra money can be spent on ANYTHING!
It actually becomes fun.
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Q:
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In what ways is your company environmentally friendly?
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A:
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Being eco-friendly is critical. We co-work to share heating/cooling and office expenses, the company car is a Kia Soul (small carbon footprint) and for investment recommendations, we have developed a list of investments stocks revolving around the concept of a clean earth and renewable resources.
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How We Charge For Our Services
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Credit & Debt Counseling & Repair Services
- $70.00 per hour
It shouldn't be so hard to be in debt. We can plan together and even start saving for goals while debt and credit is a problem.
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Education Planning & 529 Plans
- $70.00 fee only (hourly rate)
We are on-demand only, and work only for you at the rate of $70/hour. There are no other fees or kickbacks.
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Financial Planning & Investment Advice
- $70.00 fee only - hourly rate
Ask your adviser about fees. Typically there is 1% of your assets, mutual fund fees that can range from 2-4% and referral fees and high transaction fees. I want to work for you on demand, at a flat $70 an hour. That's it.
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